CRC Energy Efficiency
Scheme
Registering and Enrolling as an Agent to act on behalf of
a Primary or Secondary contact
Last updated: 31/05/2013v3
Summary
This document shows you how to;
register for CRC as an Agent – slides 3
to 16
enrol on your agent account – slides 17
to 19
be appointed by your client – slides 20 to
26
manage a client’s CRC registration –
slides 27 to 31
Registering as an Agent
You will need to create a new
account if you do not already
have an “Agent Account”.
Registration as an Agent is free.
New User – Government Gateway
As an Agent they you will need to
select the “Agent” option at this
stage.
New User – Government Gateway
Please select “Primary or
Secondary Contact” and click
“Next”.
New User – Government Gateway
You will need to fill in your contact
details and provide an “Agent Friendly”
name – this can be amended in the
CRC Registry later once enrolled.
Important: Please make a note of this
password as you will need it each time
you enter the CRC Registry.
Ready to login
Here is your Agent’s Government
Gateway ID and your Agent ID.
Ensure you make a note of both of
these numbers for future use.
Registering as an Agent
Enter your new Government
Gateway ID and the password you
just created.
Select Registration Type
Select “Register as an Agent”.
Registration Introduction
You will then be provided with your CRC registration number. Please
ensure you make a note of this number as you will need it in any
correspondence with the CRC Helpdesk regarding your account.
Enter Details of Agent Organisation
Select the type of
organisation who employs
you. This is not your client’s
organisation.
Agent Company Search
Search for your organisation using the
company name or Companies House
number.
Select the organisation from the list provided.
Where it does not appear, either search again
or manually enter the details
Summary of Agent Organisation details
The system will auto populate
the company number and
registered address. Further
information is required at this
point.
You will need to add:
• the country in which your
registered office is based;
•your organisation’s principal
place of activity click on the
“add/change address” button to
add the address; and
• SIC code.
Agent Contact
Add your Agent contact
details here.
Summary of Agent Registration
You can view a summary of your registration here. Where you need to make changes you
can use the previous button. When it is correct tick the box and select “Next”.
After you have submitted your registration you will be sent your Known Facts and PIN
letters in the post to allow you to enrol onto your account.
Registration Complete
Enrolling
You will have been sent by post
your Known Facts and PIN letters
when you completed your
registration.
When you receive these enter
the CRC Registry using your
Government Gateway User ID
and the password you created.
Enrolling on to Agent Account
With your Known Facts and PIN letters to hand
click here.
Enrolling on to Agent Account
You will then need to enter your CRC
number (CRC in upper case) and
your PIN and select “enrol”.
Your client can now appoint you as an
Agent. You will not be able to access
your client’s account until they have
appointed you as their Agent.
Appointing an Agent as a
Primary/Secondary Contact
Appointing an Agent
To appoint an Agent, one of
the contacts from the
participant organisation needs
to click here in their account.
Select Agent
Enter the Agent ID or Agent Screen
Name - “User Friendly Name” of the
Agent that your organisation wants to
appoint.
Select Agent
Click here to select this Agent
Confirmation of Agent
Confirm Appointment
To confirm the appointment you will
need to re-enter your Government
Gateway ID and Password that you
used to enter the CRC Registry
Agent Appointed
The appointed Agent can now
access your CRC account and
carry out all the activities of a
Primary/Secondary Contact.
This includes ordering and
surrendering allowances.
Managing a participant’s CRC
account when logged in as an Agent
Agent Account Facility
To select a participant’s
registration click here.
Once enrolled you can amend your contact details (but not change the contact),
select which clients’ account you wish to access or use the emissions calculator.
Select Client
When you select “Select Client” you will
see this screen which will list
organisations who have appointed you
as their Agent.
The organisation must have appointed
you as an Agent for them to appear
here. See slides 21 to 26
Select which client registration you wish to look at
and then click on “Select Client”, this will take you to
the client’s registration.
Client Account Access
Once you have selected the client you will have the
same level of access as the named contact on the
account.
You will also still have the “Select Client” option so that
you can select another client from here.
Select Client
If the you click on the “Select Client” option whilst In a client’s
account it will take you back to your client list.
Clicking on “Clear Current Client” will take you back to your Agent
account facility.